Advisor Blog

Key Fundamentals Driving Portfolios Now

At a two-hour, two-credit continuing professional education webinar three weeks ago about key fundamentals driving portfolios now, Advisor Products' resident economist, Fritz Meyer, received a 9.7 rating on a 10-point scale. 

This 32-minute video also contains links to additional information on key topics discussed.

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Compliant Content For RIAs


 

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1060 Hits

Lifeboat Drill As A Titanic Metaphor For UHNWIs


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1290 Hits

Negative Rates May Expand Market’s Multiple


The big news from economist Fritz Meyer's CE webinar on Advisors4Advisors on September 10, was his analysis of how negative rates in Germany are driving down bond yields in the U.S. 

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1739 Hits

Tectonic Shift


Negative interest rates in Europe are a new and unprecedented financial economic condition advisors must suddenly navigate. 

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1924 Hits

Cheeseheads Rule! Bob Keebler On Paul Ryan's Tax Reform Preferences


In addition to being one of the one of the nation's top educators of legal, tax and financial professionals for over three decades, Robert Keebler, CPA/PFS, is from Green Bay, Wisconsin. 

Paul Ryan, Speaker of the U.S. House of Representatives, and Reince Priebus, President-elect Donald Trump's chief of staff, are also from Milwaukee, and they are local figures to Mr. Keebler.

Point is, Mr. Keebler, one of the nation's top tax policy wonks, has closely followed Mr. Ryan's tax policy preferences for many years, explaining why his analysis seems particularly insightful in this week's video.

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6042 Hits

Clients And Prospects Want Thought Leadership From You, Not Marketing

With terrorist attacks now a weekly event, the European Union facing an existential political threat, and the speed of news causing two double-digit stock price plunges in the past 11 months, communicating with your contacts is more important than ever, and more delicate.

Our breaking news coverage enables you to send your contacts a stream of information crafted with help from independent thought leaders, including economist Fritz Meyer, MPT-expert Dr. Craig Israelsen, tax and financial planning guru Robert Keebler, CPA/PFS.

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5766 Hits

Covering The San Bernardino Terror Attack In Last Week's Client Update


At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

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6254 Hits

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